EFR

Eaton Vance Senior Floating-Rate Fund

93 hedge funds and large institutions have $413M invested in Eaton Vance Senior Floating-Rate Fund in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+4
Holders Change %
+4.49%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
27
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
51
Concurrent Investment Advisors
Florida
$191K
Focus Partners Wealth
52
Focus Partners Wealth
Massachusetts
$179K +$179K +14,010 New
JWCA
53
J.W. Cole Advisors
Florida
$177K -$10.9K -848 -6%
Corient Private Wealth
54
Corient Private Wealth
Florida
$173K
SPC
55
Sigma Planning Corp
Michigan
$172K +$205 +16 +0.1%
Osaic Holdings
56
Osaic Holdings
Arizona
$172K -$13.3K -1,041 -7%
PAG
57
Private Advisor Group
New Jersey
$171K
Stifel Financial
58
Stifel Financial
Missouri
$169K -$19.6K -1,528 -10%
SA
59
Sanctuary Advisors
Indiana
$160K +$447 +34 +0.3%
BCI
60
Brinker Capital Investments
Pennsylvania
$156K +$1.18K +92 +0.8%
OPS
61
Orion Portfolio Solutions
Nebraska
$156K +$1.18K +92 +0.8%
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$153K +$653 +51 +0.4%
EFA
63
Edge Financial Advisors
Illinois
$146K +$3.43K +268 +2%
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$143K -$8.29K -649 -5%
ACP
65
Aviance Capital Partners
Florida
$140K
SF
66
Synovus Financial
Georgia
$137K
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$137K
IWM
68
IHT Wealth Management
Illinois
$134K
CLA
69
Carnegie Lake Advisors
New Jersey
$133K -$11.5K -893 -8%
CFB
70
Cullen/Frost Bankers
Texas
$128K
SPIA
71
Steward Partners Investment Advisory
New York
$93.4K
DF
72
Dunhill Financial
United Kingdom
$92.5K +$92.5K +7,230 New
JEST
73
JTC Employer Solutions Trustee
Jersey
$91K
MA
74
Montag & Associates
Georgia
$63.1K
National Bank of Canada
75
National Bank of Canada
Quebec, Canada
$45K